First 30 days
Map the current offer-to-move-in route, agree who owns each step and record how much time is currently lost to searching, chasing and handover.
A single-branch agency with a close-knit team, a growing managed portfolio and no room for work to disappear into inboxes or memory.
Three lets are moving. Two tenants are chasing updates. A landlord wants to know whether the agreement is ready before lunch. The team can do the work, but first someone has to reconstruct what has happened, what is still outstanding and who owns the next step.
The difference is whether the team has to rebuild the tenancy or can pick it up from the record already there.
The CRM holds the landlord and property relationship, while progression is spread across inboxes, checklists and supplier portals.
The person handling the let understands the context. A colleague covering the work often sees only fragments.
Evidence is gathered when a question arises rather than retained as the work happens.
Landlord and tenant updates wait while the team rebuilds the position.
Protection, move-in services and specialist support are introduced inconsistently because the immediate tenancy work takes priority.
The agency keeps its CRM and uses Propoly for the tenancy work from offer towards move-in.
One tenancy record shows what is complete, what needs attention and what happens next.
Agreements, compliance evidence, monies and ownership remain easier for the whole team to understand.
Routine reminders and clearer next actions reduce the chasing around the work.
Selected services can be introduced at the right point while the agency stays central to the landlord and tenant relationship.
The useful change is not another checklist. It is a tenancy record that carries the work, evidence and next action through more of the journey.
Keep the agreed facts together.
Record verification and any conditions.
Keep documents and evidence with the tenancy.
See what is complete and still due.
Introduce selected help at the right point.
Keep the record useful after the keys.
Give specialists the record already there.
The record can support more than progression. Services can strengthen the landlord and tenant experience. Specialist teams can enter when the decision requires more expertise.
Protection, move-in services and selected partner services can be introduced from the same tenancy journey. The agency remains central to the relationship and may earn commission from selected services where the commercial terms support it.
The agency stays central.
If the tenancy later needs specialist review, the record and evidence provide a clearer starting point. LegalforLandlords Professional Services owns the specialist review, communication and judgement; Propoly does not automate the legal decision.
Technology prepares. Specialists judge.
Begin with the next live lets. Use them to see whether the team can find the status, evidence and next action more quickly without changing everything at once.
Map the current offer-to-move-in route, agree who owns each step and record how much time is currently lost to searching, chasing and handover.
Agree the route, train the team and use Propoly on a small group of live tenancies.
Review how the team is using it, cover during absence, evidence completeness, service uptake and the time returned to the team.
Record the current position, make one defined change and compare what happens.
Can the same team handle more live work with clearer cover, faster answers and a tenancy record that remains useful after move-in?
Bring the way your team works now. The Propoly team will start there.